Snapshot holdings12 / 12 loaded
| # | ||
|---|---|---|
| 1 | Envestnet Portfolio Solutions, Inc. | $8.3M |
| 2 | Sequoia Financial Advisors, LLC | $3.6M |
| 3 | RDA Financial Network | $912.4K |
| 4 | B. Riley Wealth Advisors, Inc. | $697.8K |
| 5 | Strategic Blueprint, LLC | $667.8K |
| 6 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $516.9K |
| 7 | Two West Capital Advisors LLC | $399.8K |
| 8 | LongView Wealth Management | $282.4K |
| 9 | GC Wealth Management RIA, LLC | $233.9K |
| 10 | NWAM LLC | $221.8K |
| 11 | PARK AVENUE SECURITIES LLC | $29.8K |
| 12 | Golden State Wealth Management, LLC | $5.3K |
Manager changes2026-06-30 vs 2026-03-3112 / 12 loaded
| # | ||
|---|---|---|
| 1 | +$8.3M | |
| 2 | +$3.6M | |
| 3 | +$912.4K | |
| 4 | +$697.8K | |
| 5 | +$667.8K | |
| 6 | +$516.9K | |
| 7 | +$399.8K | |
| 8 | +$282.4K | |
| 9 | +$233.9K | |
| 10 | +$221.8K | |
| 11 | +$29.8K | |
| 12 | +$5.3K |